CRM blog

Articles and Insights

The CRM Knowledge blog

Welcome to our blog section, dedicated to providing you with the latest tips and tricks for CRM, including Microsoft Dynamics 365. Whether you're a CRM beginner or an experienced user, we're here to help you make the most of your CRM system. CRM Knowledge is passionate about helping you navigate the intricacies of CRM, enabling you to enhance your skills and drive success in your business. Through our informative and practical articles, we aim to empower you with the knowledge and tools to optimise your CRM experience.

What's New with D365 Sales?

Explore the latest innovations shaping the landscape of Dynamics 365 Sales in the second installment of our January mini-series, "Beyond the Basics." From streamlining communication with SMS capabilities to accelerating form loading times in the Sales Accelerator Workspace, each feature is designed to elevate your sales strategies. Dive into the power of contextual news within Copilot chat and discover how assignment rules can revolutionize lead management. Enhance efficiency with a customized quote closure experience and visualize key stakeholders seamlessly with the smart organization chart. As we unravel these advancements, we invite you to stay ahead of the curve with CRM Knowledge—a trusted partner on your journey to success. Uncover the full potential of Dynamics 365 Sales through our support services and training programs. Join us in part two of our January series and be prepared for what the future holds in the realm of CRM excellence.

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What's New with D365 Marketing?

Embark on a journey of innovation and strategic insight as we unravel the intricacies of Dynamics 365 Marketing's latest enhancements in our comprehensive January mini-series. Delve into the transformative features released in December 2023, meticulously designed to elevate your marketing strategies. From the nuanced artistry of custom fonts to the precision of communication timing with quiet times, each feature has been crafted to enhance engagement, compliance, and customer experience.

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New Year, New Strategies with the Future of CRM

Explore the dynamic future of Customer Relationship Management (CRM) in our latest blog post, uncovering intelligent solutions and ethical practices shaping businesses in 2024. From predictive analytics revolutionising sales strategies to an emphasis on data security and customer trust, discover how CRM is redefining success in the digital age. Don't miss out on the insights that promise to elevate your business strategies for the new year and beyond.

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Navigating Customer Retention with CRM

Embark on a journey to revolutionise your business strategies in 2024 by delving into our latest blog on customer retention and CRM mastery. Discover advanced insights that transcend specific platforms, exploring the pivotal role of Dynamics 365 and other CRM tools. From efficient data management to personalised customer engagement, proactive issue resolution, and the integration of loyalty programs, this blog unveils a comprehensive guide to building enduring customer relationships. Learn how to leverage CRM for targeted marketing, seamlessly manage multi-channel communication, and stay ahead of 2024 trends. Don't miss out on the strategies that could redefine your success – read on to elevate your customer retention game!

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Exploring the Microsoft Teams and D365 Collaboration

Embark on a journey where collaboration meets efficiency! Our latest blog unravels the dynamic partnership between Microsoft Teams and Dynamics 365, offering a backstage pass to a seamless blend of communication and productivity. From real-world success stories to practical tips, discover how this integration is reshaping the way teams work. Ready to elevate your business game? Dive in now and don't forget to claim your free 45-minute consultation for personalised insights.

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Tailored Client Portals with Power Pages

Dive into the transformative realm of client portals and uncover the game-changing advantages of Power Pages. From streamlined communication and efficient document management to the seamless integration of tailored solutions, our blog explores how Power Pages redefine client interactions. Join us as we share real-world examples, highlight our expertise, and showcase the impact of customised portals on business efficiency and client satisfaction. Ready to elevate your approach to client engagement? Read on and unlock the potential of Power Pages!

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Small Business, Big Impact: PowerPack and Ongoing Support

Explore our exclusive partnership with PowerPack, a game-changing CRM solution. In this blog, we take you behind the scenes to reveal how we've been learning the system and why we're convinced it's the perfect fit for small and medium-sized businesses (SMBs). Discover how this partnership enhances CRM management and ongoing support to elevate SMBs to new heights. Join us on this journey towards CRM excellence and business growth.

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Why CRM Implementations Fail and How to Ensure Success

Unlock the secrets to a swift and successful CRM implementation in just 7 days! Dive into our latest blog to discover how to overcome common pitfalls that have plagued CRM projects. We'll share insights on addressing unclear objectives, selecting the right CRM software, improving data quality, and managing resistance to change. Learn how our well-defined process and tailored training can save you time and resources while ensuring CRM success. Don't miss out on real client success stories that showcase the transformative power of Swift CRM Implementation. Ready to streamline your CRM journey? Read the full blog now!

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Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.